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U.S. Luxury Industry Analysis

UpdatedSep 10, 2025
DataAggregated Company Financials
Companies67
  • 7D-2.7%
  • 3M4.2%
  • 1Y2.4%
  • YTD-11.0%

Over the last 7 days, the Luxury industry has dropped 2.7%, driven by a pullback from lululemon athletica of 17%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

Has the U.S. Luxury Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Sep 2025US$284.6bUS$157.4bUS$10.6b19.8x26.8x1.8x
Fri, 08 Aug 2025US$290.1bUS$156.0bUS$11.5b17.2x25.3x1.9x
Sun, 06 Jul 2025US$297.4bUS$160.1bUS$10.3b16.9x29x1.9x
Tue, 03 Jun 2025US$279.9bUS$161.3bUS$11.8b16.6x23.8x1.7x
Thu, 01 May 2025US$249.8bUS$161.4bUS$11.4b14.8x21.9x1.5x
Sat, 29 Mar 2025US$280.3bUS$161.3bUS$11.3b15.9x24.7x1.7x
Mon, 24 Feb 2025US$321.2bUS$161.6bUS$11.4b18.3x28.2x2x
Wed, 22 Jan 2025US$327.8bUS$160.6bUS$11.5b18.6x28.6x2x
Fri, 20 Dec 2024US$329.4bUS$161.7bUS$11.8b18.2x27.9x2x
Sun, 17 Nov 2024US$307.3bUS$161.5bUS$11.6b18.3x26.4x1.9x
Tue, 15 Oct 2024US$312.2bUS$161.6bUS$10.7b19.4x29.1x1.9x
Thu, 12 Sep 2024US$291.5bUS$162.9bUS$11.2b17.3x26x1.8x
Sat, 10 Aug 2024US$279.0bUS$162.6bUS$10.9b16.5x25.5x1.7x
Mon, 08 Jul 2024US$292.6bUS$168.3bUS$11.3b17.1x25.9x1.7x
Wed, 05 Jun 2024US$339.2bUS$168.2bUS$10.8b18.2x31.5x2x
Fri, 03 May 2024US$309.5bUS$164.3bUS$11.7b18.9x26.6x1.9x
Sun, 31 Mar 2024US$335.1bUS$164.3bUS$11.5b19.3x29.2x2x
Tue, 27 Feb 2024US$359.2bUS$164.5bUS$10.7b19.5x33.5x2.2x
Thu, 25 Jan 2024US$337.8bUS$159.4bUS$10.9b17.3x30.9x2.1x
Sat, 23 Dec 2023US$353.6bUS$159.4bUS$11.0b17.8x32.1x2.2x
Mon, 20 Nov 2023US$325.6bUS$158.9bUS$10.4b16.3x31.3x2x
Wed, 18 Oct 2023US$313.3bUS$158.5bUS$10.5b15.4x29.8x2x
Fri, 15 Sep 2023US$295.0bUS$156.9bUS$10.6b13.8x27.9x1.9x
Sun, 13 Aug 2023US$322.4bUS$156.2bUS$10.5b15.3x30.8x2.1x
Tue, 11 Jul 2023US$316.2bUS$156.6bUS$10.7b13.1x29.4x2x
Thu, 08 Jun 2023US$310.6bUS$155.5bUS$11.2b12.2x27.8x2x
Sat, 06 May 2023US$349.6bUS$154.8bUS$10.8b12.1x32.3x2.3x
Mon, 03 Apr 2023US$349.9bUS$160.5bUS$10.7b12.7x32.6x2.2x
Wed, 01 Mar 2023US$334.4bUS$158.0bUS$11.6b11.8x28.7x2.1x
Fri, 27 Jan 2023US$355.2bUS$158.1bUS$13.0b11.2x27.4x2.2x
Sun, 25 Dec 2022US$322.7bUS$157.7bUS$13.0b9.8x24.7x2x
Tue, 22 Nov 2022US$307.7bUS$155.6bUS$14.2b10.4x21.7x2x
Thu, 20 Oct 2022US$267.8bUS$154.3bUS$15.5b9x17.3x1.7x
Sat, 17 Sep 2022US$305.0bUS$153.9bUS$15.9b9.9x19.2x2x
Price to Earnings Ratio

19.2x


Total Market Cap: US$305.0bTotal Earnings: US$15.9bTotal Revenue: US$153.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 27.6x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Luxury industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 27.6x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 13% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market1.39%
Consumer Discretionary3.31%
Luxury-2.69%
Textiles1.97%
Footwear-1.83%
Apparel, Accessories and Luxury Goods-3.92%
Industry PE
  • Investors are most optimistic about the Footwear industry, which is trading close to its 3-year average PE ratio of 27.0x.
    • Analysts expect its future annual earnings growth (15.1%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 143% over the next 5 years.
  • In contrast, the Footwear industry is expected to see its earnings grow by 15% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
TPR TapestryUS$105.182.3%
+US$497.4m		155.5%PE119.5x
ZGN Ermenegildo ZegnaUS$9.019.1%
+US$203.0m		-5.0%PE20.6x
VFC V.FUS$15.242.7%
+US$156.2m		-13.5%PE56.7x
HBI HanesbrandsUS$6.374.4%
+US$95.5m		4.4%PE13.3x
CPRI Capri HoldingsUS$21.343.6%
+US$89.3m		-43.6%PS0.6x

Latest News

LULU
US$165.69
lululemon athletica
7D
-17.2%
1Y
-33.0%

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PVH
US$82.33
PVH
7D
-4.2%
1Y
-11.5%

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Sep 09
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VFC
US$15.24
V.F
7D
2.7%
1Y
-13.5%

Subdued Growth No Barrier To V.F. Corporation (NYSE:VFC) With Shares Advancing 27%

Sep 08
Subdued Growth No Barrier To V.F. Corporation (NYSE:VFC) With Shares Advancing 27%
ZGN
US$9.01
Ermenegildo Zegna
7D
9.1%
1Y
-5.0%
SHOO
US$30.28
Steven Madden
7D
2.9%
1Y
-30.1%
TPR
US$105.18
Tapestry
7D
2.3%
1Y
155.5%
CROX
US$83.28
Crocs
7D
-7.8%
1Y
-33.6%
NKE
US$73.60
NIKE
7D
-0.9%
1Y
-5.7%
AS
US$36.71
Amer Sports
7D
-3.5%
1Y
167.4%

Asia-Pacific And Greater China Will Unlock Premium Markets

Analysts have increased their price target for Amer Sports as improved revenue growth forecasts and a lower future P/E ratio signal stronger fundamentals, raising fair value from $41.97 to $43.58. What's in the News Amer Sports expects Q3 revenue growth of ~20% and fully diluted EPS of $0.20–0.22.
LEVI
US$21.70
Levi Strauss
7D
-4.1%
1Y
12.8%
DECK
US$115.41
Deckers Outdoor
7D
-6.1%
1Y
-22.3%
BIRK
US$47.37
Birkenstock Holding
7D
-6.1%
1Y
8.0%

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Aug 18
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DOGZ
US$12.18
Dogness (International)
7D
24.2%
1Y
-53.1%

Dogness (International) Corporation's (NASDAQ:DOGZ) Shares Climb 53% But Its Business Is Yet to Catch Up

Aug 15
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SKX
US$63.26
Skechers U.S.A
7D
0.2%
1Y
-2.5%
HBI
US$6.37
Hanesbrands
7D
4.4%
1Y
4.4%

Urbanization And E-commerce Will Unlock Australia And Japan Markets

The analyst price target for Hanesbrands has been raised primarily due to improved forecasts for both revenue growth and net profit margin, resulting in a new fair value of $7.80 per share. What's in the News Hanesbrands provided Q3 and full-year 2025 guidance, expecting Q3 net sales of approximately $900 million and GAAP EPS of $0.14; full-year net sales are anticipated at approximately $3.53 billion with GAAP EPS of $0.59.
CPRI
US$21.34
Capri Holdings
7D
3.6%
1Y
-43.6%

Data-Driven Marketing And Renovations Will Boost Brand Appeal

Capri Holdings saw marginal, essentially unchanged movements in both its future P/E ratio and discount rate, resulting in a negligible increase in the analyst price target from $24.33 to $24.58. What's in the News Capri Holdings provided FY2026 guidance with expected revenue of $3.375–$3.45 billion, operating income around $100 million, and diluted EPS of $1.20–$1.40.